Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$248,391
+$12,978 QoQ
Shares Held
3,474
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#626
of 892 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026SAGE RHINO CAPITAL LLC holds $248,391 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
3,474 | $248,391 |
All Filings in WPC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,391 | 3,474 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $235,413 | 3,464 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $226,418 | 3,518 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $232,778 | 3,445 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $208,473 | 3,342 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||